why turbotax automatically take itemized deduction for me?

[danilol]

Helio,

Q1:I take standard deduction for my federal return, I think turbotax will take standard deduction for my state tax which it should.

But when I finish my NY tax ,( I have no place to choose standard or itemized when I go through state section), I  find out this summary, why turbotax can pick itemized deduction for me automatically?

Q2: My total income here federal AGI is $166,038. Only $131,113 out of this was made in NY. Why amount taxed by NY is $145,878?  People told me  NY income factor 0.7897 can explain it, but I do not understand it. Can anybody help me the math?

turbotax premium live , online version

Thanks

[LindaS5247]

TurboTax picked itemized deductions for you on your New York State income tax return because it was more beneficial.

The Standard Deduction for New York State is:

NYS 2023 standard deductions

Single (and can be claimed as a dependent on another taxpayer's federal return)= $3,100

Single (and can't be claimed as a dependent on another taxpayer's federal return)=$8,000

Married filing joint return=$16,050

Married filing separate return=$8,000

Head of Household (with qualifying person)=$11,200

Qualifying surviving spouse=$16,050

You will need to have entered all of the itemized deductions in the federal section of your TurboTax program for everything to flow properly through to your New York State income tax return. TurboTax normally transfers the deductions you enter in the federal return to the state return automatically.

As far as the math in your calculations, there are a lot of variables, so more information would be needed to assess this.  It sounds like you may have made money in New York but lived in another state.  (i.e. Only $131,113 out of this was made in NY. Why amount taxed by NY is $145,878?)  In general, if you live in one state and work in another, you would file a resident state tax return for the state you live in and a nonresient state tax return for the state you made money in.  The state you live in,(in most cases, not all states do this) will give you a credit on your resident state tax return for the taxes paid for your nonresident state). 

Click here for information on standardized vs itemized deductions.

Please feel free to come back to TurboTax Community with additional information or questions or click here for help in contacting Turbo Tax Support. 

[danilol]

I lived in IL, then move to NY due to changed my job. I did not live in one state and work in another state at the same time.  I terminated my job in IL, then move to NY for my new job.

$131,113 out of the total AGI was made in NY, the rest was in IL.

But turbotax  figure out amount tax in NY is $145,878, I do not understand why? How can NY tax me on the amount more than I earned? What does NY income factor mean? married jointly.

[LindaS5247]

You were a resident of two different states during the tax year, Illinois and New York.  You made money in both states.  You will be filing a part-year return for New York and Illinois.

This information should have been added when you began your income tax return:

1. Select My Info.
2. Your personal info input screen will show
3. You will be asked the state(s) you lived in during 2023. Select your state of residence (N.Y.) from the dropdown menu.
4. You'll also be asked if you lived in another state in 2023. Answer Yes and a new section will appear asking for your previous state of residence (IL). 
5. Fill out the date of when you moved to your current state.
6. Select Continue.

After you finish entering your federal return info, you'll automatically be moved to the State Taxes section in TurboTax.

You should see part-year states listed (New York and Illinois). You should prepare the return for your former state first (IL), followed by the return for the state you currently live in (NY).

If you also see a nonresident state return in the State Taxes section, complete that return before you work on your part-year return(s) to ensure your tax credits are calculated correctly.

Follow the prompts in TurboTax and answer all of the questions through to the end of your states section to properly calculate your income for your part-year state income tax returns.

Click here for "How Do I FIle a Part-Year State Tax Return?"

Click here for "How Do I File if I Moved to a Different State This Year?"

Click here for"How Do I Allocate Income for a Part-Year State Return?"

Please feel free to come back to TurboTax Community with additional information or questions or click here for help in contacting Turbo Tax Support. 

[danilol]

THANK YOU.